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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,397 | $81,276+192.1% | $155,574+52.6% | $80,925+193.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.97% | 33.36%-14.4pp | 64.87%-45.9pp | 35.65%-16.7pp |
| Employer contribution / active EE | $4,297 | $3,103+38.5% | $4,676-8.1% | $2,756+55.9% |
| Participant deferral / active EE | $13,562 | $3,453+292.8% | $5,629+140.9% | $4,299+215.5% |
| Admin fee / account holder | $140 | $7,993-98.3% | $15,914-99.1% | $6,940-98.0% |